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Work with industry-leading TaxDome Certified Consultants

Partner with seasoned accounting professionals and firm owners who know what it takes to run a successful practice. Trained and vetted by TaxDome, our Certified Consultants help you implement faster, customize workflows, and get more out of the platform, so your firm can scale with confidence.

Choose from certified – and tested – partners

Benefits of working with a TaxDome Certified Consultant

Get up and running faster

Whether you’re new to TaxDome or optimizing your existing setup, Certified Consultants help you launch quickly, align workflows, and start seeing value from day one.

Extend your team’s capabilities

From onboarding and automation to workflow design, integrations, and team training — our consultants bring real-world accounting operations expertise and a proven framework tailored to your firm’s unique goals.

Vetted and trusted experts

Every consultant is thoroughly trained and vetted by the TaxDome team — and many are recognized leaders, coaches, and successful firm owners in the accounting industry.

Browse and connect with vetted consultants

Filter by services, languages, and region to find the right consultant for your firm.

Connect directly with consultants to discuss your goals and needs.

Get tailored guidance on setup, automation, workflows, and training.

Find your consultant

Filters
Countries
Languages
Services

Jamie Gruol and Jessica Smith

Small practice ops and TaxDome experts Jamie & Jessica help firms of 10 or less implement done-for-you workflows and 12 mo of expert support through their signature program, Workflows for Tax Pros.
United States

United States

English

English

Advisory Services, Bookkeeping, +8

Advisory Services, Bookkeeping, Business Consulting, CFO Activities, Financial Planning, Management Consulting, Payroll, Tax, Tax Planning and Advisory, Year-End Projections

Carlos M. Garcia

I will help you master workflow automation setup, provide TaxDome coaching and consulting, and do template and workflow design.
United States

United States

English

English

Business Consulting

Business Consulting

Katie Toscano and Ashley Meripol

We deliver custom done-for-you TaxDome workflow and automation solutions, as well as a monthly Tax Tech Collective membership that includes our signature TaxDome Accelerator course.
United States

United States

English

English

Accounting Services, Advisory Services, +13

Accounting Services, Advisory Services, Audit, Bookkeeping, Business Consulting, Cash Flow Forecasting, CFO Activities, Estate Planning, Financial Planning, Financial Statement Compilations, Financial Statement Preparation, Management Consulting, Payroll, Tax, Tax Planning and Advisory

Taina Costa, Biz US Academy Inc

Taina Costa is an EA and automation specialist who helps firms implement customized TaxDome workflows in English and Portuguese, tailored to the needs of immigrants in the U.S.
United States

United States

English, Portuguese

English, Portuguese

Accounting Services, Advisory Services, +5

Accounting Services, Advisory Services, Audit Representation, Bookkeeping, Business Consulting, Tax, Tax Planning and Advisory

Sarah Clayton, Freshwater Taxation

Sarah Clayton is a CPA and IPA accountant who helps firms implement TaxDome using practical templates and training.
Australia

Australia

English

English

Accounting Services, Advisory Services, +10

Accounting Services, Advisory Services, Bookkeeping, Business Consulting, CFO Activities, Company Formations, Financial Statement Compilations, Financial Statement Preparation, Management Consulting, Payroll, Tax, Tax Planning and Advisory

Ben Heyman, Herbert Financial Group

I’m a customer service oriented tech enthusiast. I love learning about new ways to leverage technology to empower people and businesses.
United States

United States

English

English

Accounting Services, Bookkeeping, +4

Accounting Services, Bookkeeping, Financial Planning, Management Consulting, Tax, Tax Planning and Advisory

Ridvan Hoxha, Taxhauz LLC

I am a Certified Public Accountant (CPA) and IRS Enrolled Agent with extensive experience helping tax and accounting professionals implement, customize, and optimize TaxDome in real-world practices.
United States

United States

Albanian, English

Albanian, English

Accounting Services, Advisory Services, +13

Accounting Services, Advisory Services, Audit Representation, Business Consulting, Cash Flow Forecasting, CFO Activities, Company Formations, Financial Risk Assessment, Financial Statement Compilations, Financial Statement Preparation, Management Consulting, Payroll, Tax, Tax Planning and Advisory, Year-End Projections

Laritza Cartaya Navarro, International Business Outsourcing

FinTech & Automation Consultant focused on TaxDome workflow optimization, automation, and secure process design for tax and accounting firms.
United States

United States

English, Spanish

English, Spanish

Accounting Services, Advisory Services, +11

Accounting Services, Advisory Services, Bookkeeping, Business Consulting, Cash Flow Forecasting, Company Formations, Estate Planning, Financial Statement Compilations, Financial Statement Preparation, Management Consulting, Payroll, Tax, Tax Planning and Advisory

Cosmin Negulescu

Certified TaxDome Consultant focused on workflow automation for accounting and professional services firms.
Romania

Romania

English, Romanian

English, Romanian

Accounting Services, Bookkeeping, +8

Accounting Services, Bookkeeping, Business Consulting, Cash Flow Forecasting, Financial Statement Compilations, Financial Statement Preparation, Management Consulting, Payroll, Tax, Tax Planning and Advisory

Chaitanya Valluri

Proud to be a Tax Dome Consultant. As a working professional in Accounting and Tax, this aides me in understanding the industry better.
United States

United States

English

English

Bookkeeping, Payroll, +2

Bookkeeping, Payroll, Tax, Tax Planning and Advisory

Andrea Kanneworff

CPA with a second-level Master’s in Tax Law, blending fiscal and managerial expertise. Experience across firms, consulting, and software; delivers reliable, innovative, value-driven services.
Italy

Italy

Italian

Italian

Advisory Services, Bookkeeping, +2

Advisory Services, Bookkeeping, Tax, Tax Planning and Advisory

Gregory Monaco

I help CPA, tax & bookkeeping firms streamline TaxDome: pipelines, automations, organizers/e-sign, onboarding & billing. Also offer overflow/white-label bookkeeping.
United States

United States

English

English

Accounting Services, Advisory Services, +11

Accounting Services, Advisory Services, Bookkeeping, Business Consulting, Cash Flow Forecasting, CFO Activities, Company Formations, Financial Planning, Financial Statement Preparation, Payroll, Tax, Tax Planning and Advisory, Year-End Projections

What firms say about working with consultants

"Vanessa has helped us set-up and customize TaxDome for our firm. She has been great with team training and we continue to make advancements and improvements as we evolve our needs."

What firms say about working with consultants

"Andrew was instrumental in helping me set up automation in TaxDome. He saved me countless hours of work."

What firms say about working with consultants

"I cannot say enough great things about Dianette Boutte! At first, I didn’t even have a budget for TaxDome, but she opened my eyes and showed me that my clients deserve a safe and professional place to call home."

Readers Choice

Winner Comprehensive Firm Workflow Solution

TaxDome – Momentum Leader, G2 Winter 2024
TaxDome – Small Business Leader, G2 Winter 2024
TaxDome – Accounting Practice Management Leader, G2 Winter 2024
TaxDome – Users Love Us, G2 Award
TaxDome – High Performer Americas, G2 Winter 2024
TaxDome – Small Business Leader Americas, G2 Winter 2024

Have you worked with a TaxDome consultant?

We’d love to hear about your experience! Your feedback helps other firms find the right expert — and helps us maintain the quality of our consultant network.

Become a TaxDome certified consultant

Join the growing network of our partners.

Win new clients and connect with a thriving community.

Access exclusive training and events.

Get listed in our official consultant directory.

Become a consultant

Frequently asked questions

What is a TaxDome Certified Consultant?

A TaxDome Certified Consultant is a vetted professional who has completed official training and certification. 

They know the platform inside and out and have proven experience helping firms successfully implement, customize, and scale with TaxDome.

What are the benefits of working with a TaxDome Certified Consultant?

Any software requires strong implementation to maximize its value. TaxDome offers its own onboarding packages, but some firms prefer to work with outside implementation partners for additional flexibility, language coverage, or specialized expertise. 

Certified сonsultants help you launch faster, tailor workflows to your practice, and train your team so you see value quickly and confidently.

How do I choose the right TaxDome Certified Consultant for my firm?

Use the directory filters (by services, languages, and region) to narrow your options. Review consultant profiles, and then connect directly to discuss your goals and evaluate the right fit for your practice.

Do TaxDome Certified Consultants only work in certain countries or regions?

No, TaxDome consultants support firms worldwide. Many work remotely and cover multiple geographies and languages, making it easy to find someone who understands your market.

Are certified consultants employees of TaxDome?

No, certified consultants are independent professionals or firms. While vetted and trained by TaxDome, they operate their own practices and manage their own services.

Can a TaxDome Certified Consultant help me with migrating from my current system?

Yes, many consultants assist with migrating data, documents, and workflows from such solutions as Karbon, Canopy, or even spreadsheets into TaxDome, ensuring a smooth transition without disruption to your operations.

Can TaxDome Certified Consultants help with ongoing support after setup?

Yes, in addition to initial implementation, many consultants provide ongoing services such as workflow optimization, advanced automation, and staff training. 

The best approach depends on your firm’s needs — we recommend discussing this directly with the consultant to find the right fit for you.

Do TaxDome Certified Consultants specialize in certain firm sizes or industries?

Yes, different consultants have expertise tailored to different firm sizes and industry niches.

When you connect with a consultant, you can discuss their specialties — including firm size, industry focus, and service offerings — to ensure the best fit for your needs.

What services can TaxDome Certified Consultants provide?

Consultants can help with a wide range of services, including implementation, workflow design, automation setup, integrations, data migration, team training, and ongoing optimization. Each consultant profile clearly lists their services, regions, and languages.

Can I become a TaxDome Certified Consultant?

Yes. If you have expertise in TaxDome and want to help firms succeed, you can apply to our certification program. Learn more and apply here: TaxDome Certified Consultant Program.

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